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Supervisor Jobs in Mission Viejo, CA

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Sr. Editorial Manager - Strategy & Governance Vanguard Group

Paoli, PA

Serving as a key partner to editorial strategy leaders, researchers, portfolio managers, subject-matter experts, and marketing teams, this role helps identify the most important stories, shape editorial priorities, develop distinctive points of view, and create content that informs, engages, and influences advisor audiences. This role is responsible for transforming Vanguard's expertise, research, and intellectual capital into compelling thought leadership and advisor-facing content that advances business priorities and delivers value to financial advisors.

8 days ago

Regional Administrative Manager LPL Financial Holdings Inc

$99,086–$165,109 / year

The Branch Administrative Manager will provide support to employee affiliation offices and teams including but not limited to, direct management of Client Service Associates and office support staff, coordinate Financial Advisor support efforts delivered through our Client Service Associates, Service and Operations Teams, and collaborate with various business partners to support the ongoing expansion of our national employee affiliation footprint. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

30+ days ago

Sr. Relationship Manager - Personalized Indexing Vanguard Group

Malvern, PA

The Senior Relationship Manager serves as a key client-facing representative for a personalized indexing platform, partnering with financial advisors, client service teams, portfolio management professionals, and other stakeholders to support business growth and client success. The successful candidate will build trusted relationships with advisor organizations, deliver investment-related presentations, communicate complex concepts clearly, and collaborate across teams to enhance the client experience.

1 day ago

Non Registered Client Associate - Citadel Wealth Management Citadel

West Chester, PA

In this role, the ideal candidate will assist one or more Financial Advisor's with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, and provides overall customer service support to clients. Ability to set priorities and handle multiple tasks in a fast-paced work environmenbility to build and foster strong client relationships through strong service to our members.

30+ days ago

Account Manager - Employee Benefits (In Office) NFP Corp

Wayne, Pennsylvania

$65,000–$85,000 / year
Full time

NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement.

19 days ago

Sales Assistant - PNC Wealth Management PNC Bank

Pennsylvania

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

18 days ago

Operations Specialist Senior - PNC Wealth Management PNC Bank

Pittsburgh, Pennsylvania

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

30+ days ago

2027 Private Wealth Business Development Intern (Philadelphia) Glenmede Corp

Philadelphia, PA

At the end of your internship, you will have exposure to the wealth and investment management businesses, a deeper level of experience in a particular area of focus, and experience working collaboratively alongside managers and specialists of all career levels. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.

9 days ago

2027 Wealth Planning Intern (Philadelphia) Glenmede Corp

Philadelphia, PA

Wealth Planning: Glenmede Wealth Planning advises individuals and families on complex matters related to estate planning, income taxes, insurance, retirement, budgeting, and investments, primarily through the production and presentation of financial planning deliverables. At the end of your internship, you will have exposure to the wealth and investment management businesses, a deeper level of experience in a particular area of focus, and experience working collaboratively alongside managers and specialists of all career levels.

9 days ago

Wealth Advisor - Merck Sharp & Dohme Federal Credit Union LPL Financial Holdings Inc

Chalfont, PA

$70,000–$80,000 / year

Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.

10 days ago

Wealth Advisor - Clearview Federal Credit Union LPL Financial Holdings Inc

Pittsburgh, PA

$58,500–$70,000 / year

30+ days ago

Wealth Advisor Cerity Partners

West Conshohocken, Pennsylvania

The Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning and investment strategies.

30+ days ago

Vice President, Investment & Wealth Distribution Ascensus LLC

The role will work closely with the Vice President, Wealth Solutions, the Investment & Wealth Solutions organization, Relationship Managers, Client Service Managers, Retirement Sales leaders, RVPs, Marketing, Product, Operations, Technology, Finance, Legal, Compliance, advisors, consultants, and strategic partners to convert product strategy into measurable commercial outcomes. This role is accountable for driving adoption, revenue growth, asset growth, and market penetration of managed accounts, stable value, co-manufactured target date funds, collective investment trusts (CITs), participant advice offerings, wealth conversion programs, and future investment and wealth capabilities across existing and prospective Retirement clients.

8 days ago

Senior Associate, Private Wealth Solutions Hamilton Lane Advisors

Conshohocken, Pennsylvania

We currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025. At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.

30+ days ago

Medical Wealth Advisor Truist Financial Corporation

Philadelphia, PA

Please review the following job description: Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys or physicians and small to mid-sized law firms or medical practices through the development and retention of long term, profitable client relationships. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

30+ days ago

Wealth Advisor Truist Financial Corporation

Philadelphia, PA

Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.

30+ days ago

Wealth Planner Huntington Bancshares Inc

Pittsburgh, PA

Working closely with both clients and Wealth Advisors, the Wealth Planner brings clarity and confidence to complex financial decisions while consistently delivering high-quality, comprehensive planning that drives meaningful outcomes. This individual serves as a trusted partner, leading sophisticated planning engagements through deep discovery and translating client goals into tailored, actionable wealth strategies.

30+ days ago

Associate Wealth Advisor Focus Partners Wealth

Wyomissing, Pennsylvania

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

30+ days ago

Senior Associate Wealth Management Advisor JKS Financial

Pittsburgh, PA

Full time

JKS Financial is a comprehensive financial planning and wealth management practice, serving closely-held business owners, high-income professionals, and high-net-worth retirees throughout the Pittsburgh region. We're hiring a Senior Associate Wealth Management Advisor to own the day-to-day relationship with an established book of clients — meeting with them regularly, reviewing and updating their financial plans, and keeping them on track toward their goals.

23 days ago

Managing Director - Wealth Advisory Waldron Private Wealth

Wayne, PA

Full time

Waldron Private Wealth (Waldron) is looking for a Managing Director - Wealth Advisory to lead the performance, development, and service delivery of Wealth Advisors and Partners in Wealth Advisory teams. Provide ongoing coaching and mentorship to Wealth Advisors and Partners to strengthen business development efforts, client relationship management, communication, and meeting leadership skills.

19 days ago

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Supervisor Jobs in Mission Viejo, CA

Sr. Editorial Manager - Strategy & Governance Vanguard Group

Regional Administrative Manager LPL Financial Holdings Inc

Sr. Relationship Manager - Personalized Indexing Vanguard Group

Non Registered Client Associate - Citadel Wealth Management Citadel

Account Manager - Employee Benefits (In Office) NFP Corp

Sales Assistant - PNC Wealth Management PNC Bank

Operations Specialist Senior - PNC Wealth Management PNC Bank

2027 Private Wealth Business Development Intern (Philadelphia) Glenmede Corp

2027 Wealth Planning Intern (Philadelphia) Glenmede Corp

Wealth Advisor - Merck Sharp & Dohme Federal Credit Union LPL Financial Holdings Inc

Wealth Advisor - Clearview Federal Credit Union LPL Financial Holdings Inc

Wealth Advisor Cerity Partners

Vice President, Investment & Wealth Distribution Ascensus LLC

Senior Associate, Private Wealth Solutions Hamilton Lane Advisors

Medical Wealth Advisor Truist Financial Corporation

Wealth Advisor Truist Financial Corporation

Wealth Planner Huntington Bancshares Inc

Associate Wealth Advisor Focus Partners Wealth

Senior Associate Wealth Management Advisor JKS Financial

Managing Director - Wealth Advisory Waldron Private Wealth

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